What does a financially healthy year look like month by month?

In this episode, Dan Reese unpacks a whole year’s worth of strategic financial tips to help you navigate 2025 with confidence. From setting clear goals in January to analyzing your health insurance in October, Dan walks you through a manageable monthly game plan for boosting your financial well-being. Whether you’re tackling taxes or reevaluating your subscriptions, there’s a practical step for everyone looking to build a solid financial future.

Dan discusses: 

• (01:53) Setting achievable financial goals for January
• (05:14) Organizing for tax season in February
• (08:00) Tracking your net worth in March
• (10:14) Navigating tax time and IRA contributions in April
• (13:17) Reviewing and managing debt in May
• (15:27) Evaluating automatic payments and investments in June
• (17:33) Refreshing your budget in July
• (18:46) Making crucial financial adjustments in August
• (20:29) Portfolio examination in September
• (21:36) Health insurance analysis in October
• (23:08) Exploring employer benefits in November
• (25:17) Ensuring proper liability and insurance coverage in December
• And more

Resources:

• Carson Wealth Retirement Readiness Quiz

Connect with Dan Reese CFP®:

• Avery Wealth
• LinkedIn: Avery Wealth
• LinkedIn: Dan Reese

CN: 7605746.1